Position – Client Relationship Associate
Qualification: BBA / B.Com / MBA
Experience: 1–3 Years
Location: Naraina Vihar, New Delhi
Industry: Financial Services
Role Overview
We are looking for a Client Relationship Associate to manage client relationships and assist customers with various financial products and services offered by the company.
Key Responsibilities
- Manage relationships with existing and new clients.
- Understand client financial requirements and suggest suitable products/services.
- Explain company’s financial products and services to clients in a clear manner.
- Handle client queries and provide timely support.
- Coordinate with internal teams for smooth processing and service delivery.
- Regularly follow up with clients and maintain strong relationships.
- Identify opportunities for cross-selling and upselling of financial products.
- Maintain client records and update customer information.
- Ensure a positive customer experience and support business growth.
Required Skills
- Good communication and client-handling skills.
- Basic understanding of financial products/services.
- Strong relationship-building and follow-up skills.
- Customer-focused and target-oriented approach.
- Good coordination and convincing skills.
- Basic knowledge of MS Office/Google Workspace.
Preferred Experience: Client Relationship/ NBFC / Financial Services / Insurance / Wealth Management /Inside Sales / Customer Service.
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
